Best Client Portal Software - Page 3

How Many Client Portal Software Products Does G2 Track?

Total Products under this Category: 199

Category Stats (Sep 2026)

  • Average Rating: 4.54/5 (↑0.01 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Fluid Topics (+0.69%) - Among all products in this category, Fluid Topics recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Client Portal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 18,400+ Authentic Reviews
  • 199+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Client Portal Software

G2 Grid® for Client Portal Software plotting products by satisfaction and market presence

Highlighted products: trumpet, Aligned, Softr, Zoho CRM, Assembly, DocSend, Kontentino, and Dock.

Underlying data: [Grid® JSON](https://www.g2.com/categories/client-portal/grids.json?focus%5B%5D=trumpet&focus%5B%5D=teamaligned&focus%5B%5D=softr&focus%5B%5D=zoho-crm&focus%5B%5D=assemblysoftware&focus%5B%5D=dropbox-docsend&focus%5B%5D=kontentino&focus%5B%5D=dock)

Formaloo

Create beautiful forms, smart docs, e‑signatures, and automate approvals, all powered by AI, with unlimited responses, free forever. Formaloo is the world’s leading free form builder and no-code platform for creating powerful forms, surveys, dashboards, CRMs, and custom business apps, all without writing a single line of code. Trusted by 35,000+ businesses worldwide, Formaloo lets teams build AI-powered forms, smart surveys, quizzes, calculators, customer portals, membership sites, HR dashboards, and internal tools, all from one centralized, scalable platform.

Average Rating: 4.6/5.0

Total Reviews: 184

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How Do G2 Users Rate Formaloo?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.4/10)

Who Is the Company Behind Formaloo?

  • Seller: Formaloo
  • Year Founded: 2020
  • HQ Location: Toronto, CA
  • Twitter: @formaloo
    670 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, Director
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 85% Small, 9% Medium

What Do G2 Reviewers Say About Formaloo?

AI-generated summary from verified user reviews

Pros
  • Users find Formaloo to be incredibly easy to use, making form creation and data collection a seamless experience.
  • Users value the high level of flexibility in Formaloo, allowing quick creation of customized, branded forms.
  • Users appreciate the design flexibility of Formaloo, allowing for brand-consistent, easy-to-build forms quickly.
  • Users find Formaloo's setup to be easy and straightforward, making implementation seamless for their projects.
  • Users appreciate the ease of use and flexibility of Formaloo, enabling the creation of complex forms effortlessly.
Cons
  • Users feel the lack of a native MCP out of the box complicates their workflow and feature utilization.
  • Users experience layout issues that create a cluttered interface, making complex tasks frustrating and less intuitive.
  • Users find the learning curve challenging when mastering complex logic functionalities in Formaloo, particularly with crowded UI.
  • Users find the template management cumbersome, especially when navigating away from the dashboard can be frustrating.
  • Users find the dashboard issues frustrating, especially with complex logic builders and limited template navigation.

What Are Recent G2 Reviews of Formaloo?

What Are G2 Users Discussing About Formaloo?

EverAfter

EverAfter helps companies turn onboarding and post sale programs into a digital experience inside the product. Customers see clear milestones, know what to do next, and move through adoption with visible progress instead of static documents or external tools. AI is deeply embedded to personalize steps, adapt guidance in real time, and help customers reach value faster while continuing to move forward.

Average Rating: 4.6/5.0

Total Reviews: 159

How Do G2 Users Rate EverAfter?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 4.5/10 (Category avg: 8.1/10)
  • Versioning: 6.9/10 (Category avg: 8.1/10)
  • Feedback: 8.0/10 (Category avg: 8.5/10)

Who Is the Company Behind EverAfter?

  • Seller: Base
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Tel Aviv,
  • Twitter: @base_CLG
    333 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    43 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, CSM
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 62% Medium, 24% Small

What Do G2 Reviewers Say About EverAfter?

AI-generated summary from verified user reviews

Pros
  • Users find EverAfter to have a user-friendly design, making onboarding and customer interactions seamless and efficient.
  • Users praise the responsive and supportive customer support from EverAfter, enhancing their onboarding and engagement experiences significantly.
  • Users love the customization options of EverAfter, enabling seamless integration and enhancing customer onboarding experiences.
  • Users love the intuitive interface of EverAfter, appreciating its easy navigation and seamless integration.
  • Users commend the extremely responsive support of EverAfter, enhancing customer engagement and communication significantly.
Cons
  • Users are disappointed by the missing features such as a desktop version and direct file uploads.
  • Users are frustrated by the integration issues, limiting data handling and requiring reliance on alternative solutions.
  • Users find the complexity of configuration and customization time-consuming and sometimes overwhelming for effective use.
  • Users mention a learning curve for effectively using EverAfter, making internal adoption challenging for some teams.
  • Users find missing functionality in EverAfter, needing workarounds and backend support for better usability.

What Are Recent G2 Reviews of EverAfter?

What Are G2 Users Discussing About EverAfter?

VobeSoft

VobeSoft is the modular platform for your work. Configure databases, automations, and views to streamline and optimize your operations—all within one flexible system. Every software system has databases. These databases are often static, giving organizations that work with these standard solutions functionalities that they are not using and functions they can't change to their unique needs. Usually, with a lot of hassle, workarounds are applied to reach the end goal. But in the end, this hassle with workarounds only leads to frustration and not optimally using the advantages a software system should give you and your organization. The only static of today is that organizations are constantly changing. And this change isn't bad. It represents an improvement of the organization. To accommodate for this change, a system that changes and adapts to the way an organization works is necessary to ensure growth. This is VobeSoft: a software system with a dynamic database that is configurable to fit seamlessly into any organization. You, and not the software determines how work will be done, what data matters and how it should be stored. The context of the custom is leading in the way the system is set up and used.

Average Rating: 4.6/5.0

Total Reviews: 43

How Do G2 Users Rate VobeSoft?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 10.0/10 (Category avg: 8.1/10)
  • Versioning: 10.0/10 (Category avg: 8.1/10)
  • Feedback: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind VobeSoft?

  • Seller: VobeSoft
  • Year Founded: 2011
  • HQ Location: s-Hertogenbosch, North Brabant
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Insurance, Financial Services
  • Company Size: 61% Small, 36% Medium

What Do G2 Reviewers Say About VobeSoft?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of VobeSoft invaluable, allowing for flexible customizations without needing consultants.
  • Users value the easy customization of VobeSoft, enabling tailored solutions without needing external consultants.
  • Users value the flexibility of VobeSoft, enabling easy customization and efficient organization tailored to their needs.
  • Users value the high customizability of VobeSoft, making it easy to adapt to specific business needs.
  • Users value the flexibility and customization of VobeSoft, enhancing their business administration capabilities effectively.
Cons
  • Users find the learning curve steep, requiring time to master VobeSoft's features and data modeling capabilities.

What Are Recent G2 Reviews of VobeSoft?

What Are G2 Users Discussing About VobeSoft?

Ahsuite

Ahsuite lets you organize your client communication in an easy-to-use client portal so nothing gets missed or lost. It has a clean, minimalist design, with the focus on the work that you want to display: dashboards, Figma boards, slide decks, videos, reports, or anything else. If it can be embedded in an iframe, you can share it in a client portal. Our client portals are secure, organized, and self-service. Once you try Ahsuite, you’ll never go back to sending links over email. Ahsuite comes packed with a suite of powerful collaboration tools built specifically for digital agencies. That means you can say goodbye to Trello, Slack, DropBox, and LastPass, because Ahsuite lets you do it all with one login. With a Pro or Agency plan, you can also get access to our exclusive network of freelancers and agencies. So you can even use Ahsuite to build your team! The Starter plan comes with tasks, files, conversations, and up to ten portals for FREE!

Average Rating: 4.7/5.0

Total Reviews: 98

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How Do G2 Users Rate Ahsuite?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 6.9/10 (Category avg: 8.1/10)
  • Versioning: 7.9/10 (Category avg: 8.1/10)
  • Feedback: 9.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Ahsuite?

  • Seller: Ahsuite Inc
  • Year Founded: 2021
  • HQ Location: Glendale, US
  • Twitter: @ahsuite
    20 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Marketing and Advertising, Consulting
  • Company Size: 97% Small, 1% Medium

What Do G2 Reviewers Say About Ahsuite?

AI-generated summary from verified user reviews

Pros
  • Users admire the user-friendly interface of Ahsuite, making it easy for all team members to utilize effectively.
  • Users find Ahsuite's ease of learning invaluable, making it accessible for all team members and projects.
  • Users enjoy easy sharing with Ahsuite, facilitating seamless client interaction and reducing confusion over tasks and files.
  • Users appreciate the customization options of Ahsuite, allowing tailored solutions that enhance client engagement and satisfaction.
  • Users love the intuitive interface of Ahsuite, making it easy for clients to navigate and engage effectively.
Cons
  • Users feel the lack of missing features like template editing and a mobile app limits Ahsuite's functionality.
  • Users desire a mobile app for real-time updates and better subfolder management in Ahsuite.
  • Users suggest adding more color customization options and graphic tools for calendars to enhance Ahsuite's functionality.
  • Users find the difficult customization of Ahsuite limits their ability to effectively edit and style page content.
  • Users struggle with editing issues when trying to modify templates in Ahsuite, leading to frustration.

What Are Recent G2 Reviews of Ahsuite?

What Are G2 Users Discussing About Ahsuite?

Recapped.io

Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next steps for clients with due dates (and automatic reminders), and ensure everyone finally stays on the same page.

Average Rating: 4.6/5.0

Total Reviews: 177

How Do G2 Users Rate Recapped.io?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 0.0/10 (Category avg: 8.1/10)
  • Versioning: 8.4/10 (Category avg: 8.1/10)
  • Feedback: 8.4/10 (Category avg: 8.5/10)

Who Is the Company Behind Recapped.io?

  • Seller: Recapped.io
  • Year Founded: 2018
  • HQ Location: New York
  • Twitter: @GetRecapped
    175 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Enterprise Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 46% Medium, 44% Small

What Do G2 Reviewers Say About Recapped.io?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Recapped.io, simplifying sales and post-sales processes with interactive features.
  • Users value the centralization of communication in Recapped.io, streamlining sales and post-sales processes efficiently.
  • Users appreciate the customization options in Recapped.io, enhancing their sales process with tailored templates and organized communication.
  • Users praise the effective sales process of Recapped.io, enhancing collaboration and organization throughout the sales cycle.
  • Users value the helpful centralization of communication that Recapped.io provides, enhancing the sales and post-sales experience.
Cons
  • Users find editing issues with Recapped.io, as changing due dates and table configurations can be cumbersome.
  • Users find the branding issues with invites confusing, as email notifications lack white labeling for a professional touch.
  • Users find the change management process lacking as due dates don't automatically rearrange in chronological order.
  • Users find the complex UI difficult to navigate, suggesting improvements for a better experience.
  • Users face difficult customization issues in Recapped.io, finding it restrictive compared to traditional tools like Excel.

What Are Recent G2 Reviews of Recapped.io?

What Are G2 Users Discussing About Recapped.io?

Along

Along is a collaborative workspace for complex B2B sales. Like a virtual desk between sellers and buyers, the tool connects all stakeholders in a single interface. A shared task list (Mutual Action Plan) is used as a central guideline for all content as well as participants or other information of the deal. Using tracking and analytics, sales reps get completely new insights into the buyer behaviour and can better understand at which point they have to optimize or why prospects are churning. On top of that, the tool allows c-level managers to generate deeper knowledge about the performance of their own reps and use this information to build repeatable and scalable processes.

Average Rating: 4.9/5.0

Total Reviews: 58

How Do G2 Users Rate Along?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 9.3/10 (Category avg: 8.1/10)
  • Versioning: 8.6/10 (Category avg: 8.1/10)
  • Feedback: 9.5/10 (Category avg: 8.5/10)

Who Is the Company Behind Along?

  • Seller: Along
  • Year Founded: 2022
  • HQ Location: Berlin, DE
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 78% Small, 22% Medium

What Do G2 Reviewers Say About Along?

AI-generated summary from verified user reviews

Pros
  • Users praise the excellent customer support, with timely onboarding assistance and effective query resolution.
  • Users value the centralization of Along, enhancing collaboration and effectiveness in managing their sales processes.
  • Users appreciate the enhanced visibility of engagement and communication with prospects, improving follow-ups and collaboration.
  • Users enjoy the real-time engagement insights from Along, enhancing their sales processes and improving follow-up effectiveness.
  • Users value the enhanced collaboration with Along, streamlining communication and boosting team efficiency in a user-friendly way.
Cons
  • Users express disappointment over missing features like more built-in templates and limited memory for uploads.
  • Users find difficult customization due to unflexible modules and limited options for colors, fonts, and video uploads.
  • Users find flexibility issues with limited customization options and constraints on video uploads from external tools.
  • Users are frustrated by limited features, including unflexible modules and insufficient upload capacity for larger files.
  • Users face upload issues due to limited file sizes and memory capacity for larger multimedia files.

What Are Recent G2 Reviews of Along?

Accelo

Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins.

Average Rating: 4.3/5.0

Total Reviews: 661

How Do G2 Users Rate Accelo?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.7/10 (Category avg: 8.1/10)
  • Versioning: 7.9/10 (Category avg: 8.1/10)
  • Feedback: 8.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Accelo?

  • Seller: Accelo
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Denver, Colorado
  • Twitter: @accelo
    2,980 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    71 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 72% Small, 25% Medium

What Do G2 Reviewers Say About Accelo?

AI-generated summary from verified user reviews

Pros
  • Users find Accelo easy to learn and access, enhancing collaboration and task management across various departments.
  • Users appreciate the effective project tracking features of Accelo, enhancing coordination and profitability across all tasks.
  • Users appreciate the efficiency of Accelo, seamlessly integrating multiple tools to streamline business processes and enhance productivity.
  • Users appreciate the integrated client management features of Accelo, enhancing coordination and transparency across all projects.
  • Users benefit from efficient task and project management in Accelo, enhancing transparency and profitability across teams.
Cons
  • Users find missing features in Accelo, like insufficient reporting and complex processes, hinder usability and efficiency.
  • Users find the learning curve steep, causing confusion and frustration with implementation and insufficient training support.
  • Users are frustrated with Accelo's limited features, outdated UI, and lack of effective customer support.
  • Users find Accelo's complexity overwhelming, with difficult configurations and inadequate training leading to frustration and inefficiency.
  • Users find limited customization in Accelo, making it challenging to tailor workflows and reports to specific needs.

What Are Recent G2 Reviews of Accelo?

What Are G2 Users Discussing About Accelo?

Uku

Uku is a powerful, beautiful, and easy-to-use accounting practice management platform for ambitious firms. Every accountant runs their whole day from one list. Tasks, deadlines, and recurring workflows for every client are sorted the moment they log in, so month-end close never sneaks up and nothing slips. Recurring work generates itself, and one click tracks time straight to billing. When someone is out, the firm keeps running. Add a vacation and Uku reassigns the work automatically, so no deadline falls through and no one scrambles to cover. Billing that used to take days now takes minutes. Uku turns tracked time and your price lists into accurate invoices and e-invoices in a click, chases the unpaid ones, and lets clients pay by card inside the portal. Firms tell us this is where they stop leaving money on the table. The client portal chases missing documents for you. Uku knows what is missing and asks the client before the task even starts, then keeps every file, task, and message in one shared timeline instead of scattered inboxes. Reports show which clients are actually profitable, so you price fairly and fix what drains the firm. Connects to QuickBooks, Xero, e-conomic, and Microsoft 365. In interviews with firms of 15 to 56 people, Uku lifted profit per firm by 28% and saved 12+ hours per person every week. Over 1,000 firms trust Uku, and most are up and running in 1 to 3 weeks with free migration help. SOC 2 Type I certified, EU-hosted, available in 12 languages.

Average Rating: 4.7/5.0

Total Reviews: 109

How Do G2 Users Rate Uku?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.2/10 (Category avg: 8.1/10)
  • Versioning: 6.5/10 (Category avg: 8.1/10)
  • Feedback: 5.7/10 (Category avg: 8.5/10)

Who Is the Company Behind Uku?

  • Seller: Getuku
  • Year Founded: 2017
  • HQ Location: Tallinn, EE
  • Twitter: @accountinguku
    48 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accountant
  • Top Industries: Accounting, Financial Services
  • Company Size: 72% Small, 27% Medium

What Do G2 Reviewers Say About Uku?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Uku, appreciating its intuitive design and flexible, customizable options.
  • Users appreciate how Uku provides effective task management, enhancing workflow organization and client agreement clarity.
  • Users find Uku to be a time-saving tool, streamlining tasks and enhancing productivity across their teams.
  • Users find Uku to be very intuitive and easy to use, enhancing their workflow and time management experience.
  • Users value the effective time tracking of Uku, enhancing productivity and optimizing team workflows effortlessly.
Cons
  • Users find task management challenging due to difficulties in tracking and scheduling recurring tasks effectively.
  • Users find the learning curve steep for recurring tasks in Uku, requiring time and effort to navigate.
  • Users find date issues frustrating, as tasks may disappear or appear duplicated, complicating task management and planning.
  • Users experience integration issues with Uku, facing complications in tasks management and inefficient manual processes.
  • Users find the Uku interface not intuitive, especially the mobile app, which lacks essential features and clarity.

What Are Recent G2 Reviews of Uku?

Hub

HUB is a no-code employee intranet and knowledge management platform designed to empower HR, Marketing, and Internal Communications teams to create, launch, and manage an employee intranet independently, without the need for IT or developer support. This platform caters to organizations seeking to centralize company knowledge, enhance internal communication, and boost employee engagement while minimizing technical complexities for non-technical teams. The HUB platform is specifically built for non-technical users, allowing them to manage intranet content effortlessly. With its intuitive no-code page builder and content editor, HR and Communications teams can easily update information, manage user permissions, and introduce new sections without relying on IT. The average implementation timeline is streamlined to just 6–8 weeks, ensuring a quick transition to a fully functional intranet. User feedback highlights the platform's accessibility, with ratings of 88% for ease of setup and 89% for ease of use, showcasing its user-friendly design. HUB also distinguishes itself through its hands-on onboarding process. Each customer is assigned a dedicated onboarding team that guides them through the setup, content migration, and launch phases. This personalized support model has resulted in a remarkable 96% quality-of-support rating and a corresponding 96% customer retention rate, reflecting the platform's commitment to user satisfaction. This approach contrasts sharply with self-service models that often rely on webinars or automated chatbots, ensuring that users receive the assistance they need during critical implementation stages. As an alternative to traditional knowledge management solutions like Microsoft SharePoint, HUB has garnered positive feedback from its users. Independent G2 data shows HUB customers reporting higher satisfaction across every core usability metric compared to SharePoint customers, including ease of setup (88% vs. 73%), ease of use (89% vs. 78%), quality of support (96% vs. 79%), and likelihood to recommend (92% vs. 80%). These insights suggest that HUB not only meets the needs of its users but also excels in delivering a superior experience compared to its competitors. HUB's pricing model is another significant advantage, as it operates under a single, all-inclusive license with no feature tiers. This means that every customer has immediate access to the full suite of platform capabilities from day one, along with complimentary automatic upgrades throughout the duration of their contract. Additionally, HUB incorporates built-in AI features, such as an AI chatbot for employee self-service, AI-assisted content generation, and AI-powered content tagging to enhance internal search functionality. Hosted on ISO 27001-certified Google Cloud infrastructure, HUB also aligns with customers' environmental, social, and governance (ESG) goals, supporting sustainable practices through renewable-powered hosting and a partnership with One Tree Planted, which contributes to reforestation efforts with each implementation.

Average Rating: 4.5/5.0

Total Reviews: 117

How Do G2 Users Rate Hub?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.3/10 (Category avg: 8.1/10)
  • Versioning: 7.9/10 (Category avg: 8.1/10)
  • Feedback: 7.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Hub?

  • Seller: Pancentric Digital
  • Company Website:
  • Year Founded: 2003
  • HQ Location: London, England
  • Twitter: @pancentric
    2,220 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    22 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: HR Manager
  • Top Industries: Insurance, Hospital & Health Care
  • Company Size: 75% Medium, 15% Small

What Do G2 Reviewers Say About Hub?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Hub, appreciating its intuitive layout and responsive support team.
  • Users praise the excellent customer support of Hub, highlighting responsiveness and helpfulness in resolving issues efficiently.
  • Users value the user-friendly nature and versatile features of Hub, enhancing communication and allowing for global collaboration.
  • Users value the high customization of Hub, enabling tailored solutions that evolve with their business needs.
  • Users praise the user-friendly design and excellent support of HUB, enhancing internal communication and employee engagement.
Cons
  • Users find the limited customization options in Hub restrict enjoyable use, desiring more flexible templates and visuals.
  • Users find a lack of customization options in Hub, limiting personalization and engagement across the platform.
  • Users find the limited functionality of HUB's integrations to restrict their overall experience and usability.
  • Users note the missing features in HUB, such as improved scheduling, custom prompts, and enhanced icon search.
  • Users find a lack of features in Hub, noting limited dropdown options, basic prompts, and absence of search functionality.

What Are Recent G2 Reviews of Hub?

What Are G2 Users Discussing About Hub?

Collect

Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU. Customer data is encrypted both at rest and when in transit. // Integrate with the tools you use Collect integrates perfectly in your existing workflow and with your existing tools thanks to its native integrations, its api and its zapier integration. Collect is easy to set up. Create a free trial account and collect your first client documents in minutes. No coding or advanced technical skills needed. 👉 Learn more at www.usecollect.com

Average Rating: 4.6/5.0

Total Reviews: 17

How Do G2 Users Rate Collect?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.4/10)
  • Feedback: 8.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Collect?

Who Uses This Product?

  • Company Size: 83% Small, 11% Medium

What Do G2 Reviewers Say About Collect?

AI-generated summary from verified user reviews

Pros
  • Users value the automation features of Collect, streamlining workflows and enhancing ease of use for franchisees.
  • Users appreciate the adaptable client portal for streamlined forms, improved feedback tracking, and real-time campaign insights.
  • Users value the customizability of Collect, enjoying tailored features that streamline processes for franchisees.
  • Users appreciate the dashboard customization in Collect for its adaptability and real-time insights on campaigns.
  • Users value the intuitive visual progress dashboard that provides real-time insights and enhances campaign management.
Cons
  • Users often find the initial complexity of Collect's settings overwhelming, requiring time to navigate and learn the interface.
  • Users find the learning curve challenging due to overwhelming customization options and the need for a guided UI.
  • Users find the initial overwhelm of advanced settings challenging, needing time to master the platform's features.

What Are Recent G2 Reviews of Collect?

What Are G2 Users Discussing About Collect?

Onehub

Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms give your most important deals the security and privacy you require.

Average Rating: 4.2/5.0

Total Reviews: 45

How Do G2 Users Rate Onehub?

  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 9.2/10 (Category avg: 8.1/10)
  • Versioning: 8.3/10 (Category avg: 8.1/10)
  • Feedback: 7.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Onehub?

  • Seller: Onehub
  • Year Founded: 2007
  • HQ Location: Seattle, WA
  • Twitter: @onehub
    530 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 56% Small, 29% Large

What Are Recent G2 Reviews of Onehub?

What Are G2 Users Discussing About Onehub?

OneSuite

OneSuite is a complete client work management platform designed specifically for service agencies and independent professionals. Instead of juggling multiple tools for projects, clients, and communication, everything you need is in one place. From onboarding new clients to offboarding them properly, the entire client journey is managed smoothly inside OneSuite. At the core, OneSuite gives you powerful project management tools that keep your team organized and clients in the loop. You can plan projects with boards or lists, assign tasks, set deadlines, and track progress without losing sight of priorities. It goes beyond task tracking by connecting your work directly with the clients it’s for. The built-in CRM is tailored for agencies that sell services, not products. Capture leads, nurture opportunities, and move deals through your pipeline until they become long-term clients. Proposals, contracts, and agreements can be created and shared directly in the platform, with e-signatures included so you close deals faster without chasing paperwork. Billing is also handled with client work in mind. You can create one-time or recurring invoices, perfect for agencies that sell monthly retainers or ongoing service packages. Clients can pay online through trusted providers like Stripe, PayPal, Razorpay, or QuickPay. Recurring invoices mean you spend less time on admin and more time delivering value. OneSuite also includes a secure client portal that carries your own branding. Clients log in to see project updates, approve deliverables, pay invoices, or sign documents. This not only saves you endless back-and-forth emails but also creates a professional experience that builds trust. Team management is built in too. Assign roles, balance workloads, and track performance so your agency operates smoothly. Everything is designed around collaboration between your team and your clients, not just internal work. The real value of OneSuite is that it replaces a messy toolkit of disconnected apps with a single system built specifically for agencies and service professionals. You save money by not paying for multiple subscriptions. You save time by keeping your projects, communication, documents, and billing all connected. And most importantly, you deliver a seamless, professional experience that keeps clients happy and coming back. With OneSuite, agencies can finally run their business end-to-end in one platform, reduce overhead, and focus on growing instead of managing chaos.

Average Rating: 4.8/5.0

Total Reviews: 16

How Do G2 Users Rate OneSuite?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.3/10 (Category avg: 8.1/10)
  • Versioning: 8.9/10 (Category avg: 8.1/10)
  • Feedback: 9.2/10 (Category avg: 8.5/10)

Who Is the Company Behind OneSuite?

  • Seller: OneSuite
  • Year Founded: 2024
  • HQ Location: Wilmington, Delaware, United States
  • Twitter: @getOneSuite
    25 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 94% Small, 6% Medium

What Do G2 Reviewers Say About OneSuite?

AI-generated summary from verified user reviews

Pros
  • Users love the Task Management features of OneSuite, allowing them to effectively keep track of multiple projects seamlessly.
  • Users find the intuitive interface of OneSuite enhances project tracking and task management, making it easy to use.
  • Users love the Calendar and Dashboard features of OneSuite, simplifying project management and enhancing productivity.
  • Users value the automation features of OneSuite, streamlining workflows and simplifying tasks for enhanced efficiency.
  • Users find the easy setup of OneSuite simplifies onboarding and enhances workflow efficiency across projects.
Cons
  • Users wish for improved missing features like time tracking, as manual entry feels outdated and inconvenient.
  • Users find the time management cumbersome due to manual entry and lack of essential tracking features.
  • Users express frustration over the missing time tracking functionality, as it needs to be entered manually.
  • Users suggest that cost issues could be improved for a better overall value with OneSuite.
  • Users feel that while there is nothing to dislike, the product is expensive and suggest reducing costs.

What Are Recent G2 Reviews of OneSuite?

Liscio

Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration. With features including secure messaging, secure file sharing and storage, FirmView, Firm-to-One service, Mobile App, FrontDesk onboarding, e-signatures, and more, Liscio replaces vulnerable email and paperwork with an encrypted, invite-only client experience platform that empowers you to become the proactive, modern firm your clients deserve.

Average Rating: 4.6/5.0

Total Reviews: 12

How Do G2 Users Rate Liscio?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.3/10 (Category avg: 8.1/10)
  • Versioning: 9.2/10 (Category avg: 8.1/10)
  • Feedback: 9.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Liscio?

  • Seller: Liscio
  • Year Founded: 2017
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 100% Small

What Are Recent G2 Reviews of Liscio?

What Are G2 Users Discussing About Liscio?

Revver

Revver (formerly eFileCabinet) is an AI-powered document management and workflow automation platform that helps organizations streamline, secure, and accelerate their document-centric work. New Revver users get unlimited storage and unlimited use of Revver AI Smart Suite in all license tiers. Designed for industries like finance, insurance, government, and manufacturing, Revver empowers teams to automate up to 80% of repetitive document processes—from intake to approval—boosting productivity and reducing manual effort. With Revver, businesses can: ✷ Organize and retrieve documents instantly through intelligent indexing and search powered by Smart Extract AI, capable of reading diverse file types including scans and handwritten forms. ✷ Automate workflows and approvals with no-code tools that route documents, assign tasks, and enforce compliance rules—helping teams work up to 70% faster than with manual systems. ✷ Share files securely through custom-branded client portals and encrypted email links, maintaining complete audit trails and permissions control. ✷ Simplify compliance with built-in retention schedules, legal holds, audit logs, and SOC 2 Type II and ISO 27001 certified infrastructure. ✷Accelerate signatures and forms with integrated eSignature and fillable form templates that eliminate third-party tools and versioning confusion. Accessible via any web browser or desktop app, Revver enables teams to collaborate securely from anywhere—backed by a U.S.-based customer success team and guided onboarding that delivers fast ROI, often within the first 90 days. With over 2 billion data points processed and 1 million+ workflows automated, Revver helps growing organizations turn their documents into a strategic advantage—working smarter, not harder.

Average Rating: 4.3/5.0

Total Reviews: 434

How Do G2 Users Rate Revver?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 5.0/10 (Category avg: 8.1/10)
  • Versioning: 8.6/10 (Category avg: 8.1/10)
  • Feedback: 9.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Revver?

  • Seller: Revver
  • Company Website:
  • Year Founded: 2001
  • HQ Location: Lehi, UT
  • Twitter: @RevverDocs
    5,199 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    94 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Office Manager
  • Top Industries: Accounting, Financial Services
  • Company Size: 61% Small, 34% Medium

What Do G2 Reviewers Say About Revver?

AI-generated summary from verified user reviews

Pros
  • Users love how Revver provides organized and searchable document management, enhancing collaboration and efficiency significantly.
  • Users appreciate the ease of use of Revver, enjoying seamless setup and organized document management for collaboration.
  • Users value the time efficiency of Revver, as it streamlines document organization and retrieval seamlessly.
  • Users praise Revver for its effective automation that streamlines workflows and simplifies document management tasks.
  • Users love the convenience of Revver, enjoying quick setup and effortless content management features that save time.
Cons
  • Users report that Revver can feel slow at times, especially with large files and mobile use.
  • Users experience slow performance with Revver, particularly when handling large files or using the mobile app.
  • Users face inefficient searching in Revver, requiring precise queries which complicate finding documents, especially in large repositories.
  • Users struggle with mobile app issues on Revver, including inefficiency and high costs for small businesses.
  • Users express concerns about mobile limitations in Revver, citing inefficiency and slow performance on devices.

What Are Recent G2 Reviews of Revver?

Ideagen Collaboration Portal

Ideagen Collaboration Portal (formerly Ideagen Huddle) is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Collaboration Portal, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Collaboration Portal is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.

Average Rating: 4.2/5.0

Total Reviews: 139

How Do G2 Users Rate Ideagen Collaboration Portal?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 7.7/10 (Category avg: 8.1/10)
  • Versioning: 8.2/10 (Category avg: 8.1/10)
  • Feedback: 7.2/10 (Category avg: 8.5/10)

Who Is the Company Behind Ideagen Collaboration Portal?

  • Seller: Ideagen
  • Year Founded: 2000
  • HQ Location: Ruddington, Nottingham
  • Twitter: @Ideagen_
    2,172 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,386 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management, Government Administration
  • Company Size: 42% Small, 32% Large

What Do G2 Reviewers Say About Ideagen Collaboration Portal?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Ideagen Collaboration Portal enhances their experience and ensures swift implementation.
  • Users commend the exceptional customer support of Ideagen Collaboration Portal, ensuring responsiveness and satisfaction with services.
  • Users value the easy collaboration features of Ideagen Collaboration Portal, enhancing teamwork and project management efficiency.
  • Users find the easy setup of the Ideagen Collaboration Portal simplifies collaboration across diverse stakeholders and projects.
  • Users appreciate the solid security features of Ideagen Collaboration Portal, ensuring the safety of sensitive information.
Cons
  • Users are frustrated by hidden costs and difficult cancellation policies, leading to dissatisfaction with Ideagen Collaboration Portal.
  • Users find the difficult learning curve challenging, especially for those unfamiliar with computers and the interface.
  • Users report issues with inconsistent editing and performance in the Ideagen Collaboration Portal, affecting overall usability.
  • Users find the Ideagen Collaboration Portal expensive due to high charges for basic features and unreliable customer support.
  • Users experience inconvenience from frequent logins and limited mobile app functionality, hindering overall usability.

What Are Recent G2 Reviews of Ideagen Collaboration Portal?

What Are G2 Users Discussing About Ideagen Collaboration Portal?

Neeraja Prakash
NP
Researched and written by Neeraja Prakash
Updated October 3, 2024